Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 546 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
26,339
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
25,893
shares
|
$1.59 Million
0.14% of portfolio
|
Q4 2024
Reduced 67.51%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
24,808
shares
|
$1.53 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
24,750
shares
|
$1.52 Million
0.78% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
24,115
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Added 15.97%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
23,997
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
23,950
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
23,179
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
22,840
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.4%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
22,805
shares
|
$1.4 Million
0.1% of portfolio
|
Q1 2024
Added 387.39%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
22,185
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
22,085
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
22,048
shares
|
$1.36 Million
0.76% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
21,864
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
21,834
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
21,678
shares
|
$1.33 Million
0.89% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
21,609
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
21,325
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
20,585
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Added 126.58%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
20,410
shares
|
$1.26 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
20,402
shares
|
$1.26 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
20,349
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
19,727
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
19,702
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 394.28%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
19,647
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Added 1.14%
|